See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,626 | $81,208-40.1% | $98,907-50.8% | $79,858-39.1% |
| Participation rate | 94.0% | 72.5%+21.5pp | 76.0%+18.0pp | 69.6%+24.4pp |
| Annual return | 15.53% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $704 | $1,960-64.1% | $2,689-73.8% | $2,471-71.5% |
| Participant deferral / active EE | $2,855 | $3,265-12.6% | $4,244-32.7% | $3,740-23.7% |
| Admin fee / account holder | $3,675 | $6,013-38.9% | $6,642-44.7% | $5,306-30.7% |